+4,934.8%
KNX vs CASY
+13,940.4%
-9,005.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.3% | +4.1% | +3.9% |
| 7D | +7.4% | +0.1% | +7.3% | +7.3% |
| 30D | +2.0% | -11.3% | +13.3% | +5.5% |
| 3M | -7.9% | -0.6% | -7.2% | -8.9% |
| 6M | +14.4% | +10.7% | +3.6% | +9.0% |
| YTD | +38.9% | +37.1% | +1.8% | +24.1% |
| 1Y | +65.9% | +52.3% | +13.6% | +43.2% |
| 3Y | +35.8% | +215.2% | -179.4% | -8.3% |
| 5Y | +43.3% | +276.5% | -233.2% | -9.1% |
| 10Y | +179.6% | +508.4% | -328.7% | +49.6% |
| All | +4,934.8% | +13,940.4% | -9,005.6% | +1,138.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CASY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling